In the Text Import Wizard - Step 3 dialog, scroll down to see all columns and then select each column and mark the Text option. Click Finish after you have done this for all columns.

If the worksheet is not named Sheet 1, right-click the tab at the bottom of the worksheet, select Rename, and rename the worksheet to Sheet1.

Delete the first eight rows of the worksheet.

Make any necessary updates to the data in the worksheet.

Note: You can update only the following fields: PIC, Deliverables, Current Due Date, Workflow Step Routing Assignments, and Information.

If you want to update only the Deliverable and Current Due Date columns, you can select cells in other columns, such as PIC, Workflow Steps, or Information, right-click, and choose Clear Contents. When you clear cell contents this way, the current value will be retained, however; if you enter the word CLEAR in a cell, the value will be removed.

Use the Clear Contents command on cells to help prevent errors when uploading the spreadsheet. For example, if you do not clear cell contents for a PIC who is no longer at the firm, the export still shows this person’s name as PIC, but because this user is no longer active within GoFileRoom, an error would be generated during the import process.

When you are finished making changes, choose File > Save As and save the file as an XLS or XLSX file.

Close Excel.

In GoFileRoom, choose Administration > Manage FirmFlow, select a drawer from the Drawer drop-down list, and then click the Folder Administration tab.

Select the Service Type, Workflow, and Assigned to values.

Note: Although an entry is required for the Assigned to field, this value will not be applied when performing bulk updates to existing workflows. This value is used only when creating new workflows using the bulk import process.

In the Specify Excel list with form information field, click the Browse button and select the XLS or XLSX file containing your firm's data.

Click Import.

Note: Bulk import is an overnight process. The updated workflows will be available the following day.